Aufman Associates
IJR icon

Aufman Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aufman Associates’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$531K Sell
3,906
-25
-0.6% -$3.62K 0.22% 30
2026
Q2 		$583K Sell
3,931
-14
-0.4% -$1.92K 0.23% 30
2026
Q1 		$490K Buy
3,945
+4
+0.1% +$508 0.24% 32
2025
Q4 		$474K Buy
3,941
+10
+0.3% +$1.2K 0.24% 32
2025
Q3 		$467K Buy
3,931
+8
+0.2% +$920 0.26% 33
2025
Q2 		$429K Buy
3,923
+8
+0.2% +$827 0.26% 36
2025
Q1 		$409K Buy
3,915
+7
+0.2% +$790 0.28% 33
2024
Q4 		$450K Buy
3,908
+22
+0.6% +$2.63K 0.3% 31
2024
Q3 		$455K Buy
3,886
+9
+0.2% +$1.02K 0.29% 31
2024
Q2 		$413K Buy
3,877
+8
+0.2% +$856 0.29% 27
2024
Q1 		$428K Buy
3,869
+7
+0.2% +$743 0.3% 27
2023
Q4 		$418K Sell
3,862
-125
-3% -$12K 0.32% 25
2023
Q3 		$376K Hold
3,987
– – 0.32% 26
2023
Q2 		$397K Buy
3,987
+8
+0.2% +$762 0.33% 26
2023
Q1 		$385K Hold
3,979
– – 0.33% 27
2022
Q4 		$377K Buy
+3,979
New +$382K 0.35% 24

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Aufman Associates's IJR Position: Q3 2026 in Review

Aufman Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.64% in Q3 2026, selling an estimated $3.62K and leaving 3,906 shares worth $531K. The position accounts for 0.22% of the portfolio, ranked #30.

Aufman Associates first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $583K in Q2 2026. 1,653 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Aufman Associates held 3,906 shares of iShares Core S&P Small-Cap ETF worth $531K as of Q3 2026.
  • Aufman Associates sold 25 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $3.62K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Aufman Associates's portfolio in Q3 2026, its #30 holding.
  • Aufman Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Aufman Associates's iShares Core S&P Small-Cap ETF position peaked at $583K in Q2 2026.
  • 1,653 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.